Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SP
5051
SWS Partners
Ohio
$176M +$14.5M +9% 10.7% 77.2% 89
DC
5052
DeDora Capital
California
$176M -$54.3M -24% 10.5% 75.5% 115
SIAM
5053
Sterling Investment Advisors (Missouri)
Missouri
$176M +$9.05M +5% 2.8% 30% 32
GWCM
5054
Godshalk Welsh Capital Management
Pennsylvania
$176M +$15.3M +10% 10.9% 54.9% 118
QM
5055
QVIDTVM Management
Texas
$176M – – 5.56% 1.78% 12
OAP
5056
One Advisory Partners
Kansas
$176M +$14.5M +9% 4.74% 42.1% 32
TC
5057
Tacita Capital
Ontario, Canada
$176M +$12.2M +7% 5.95% 43.9% 201
FNBOH
5058
First National Bank of Hutchinson
Kansas
$176M -$2.7M -2% 10.3% 97.7% 127
RCC
5059
Red Cedar Capital
Nebraska
$175M +$12.4M +8% 7.33% 43.2% 168
SC
5060
Sagil Capital
United Kingdom
$175M +$60M +52% 2.94% 35.3% 27
LFPWM
5061
Leicht Financial Planning & Wealth Management
New Jersey
$175M +$8.75M +5% 6.13% 38.1% 20
BEVI
5062
Braemar Energy Ventures III
New York
$175M – – 4.7% – 1
OPWM
5063
Oxinas Partners Wealth Management
Indiana
$175M +$3.15M +2% 4.68% 74.6% 182
USPCM
5064
Union Square Park Capital Management
New York
$175M +$18.2M +12% 1.99% 19% 140
AFC
5065
Adaptive Financial Consulting
Ohio
$175M +$12.9M +8% 5.08% 27.2% 18
FI
5066
FIDELIS iM
Oregon
$175M +$13.9M +9% 5.13% 29.8% 20
LAM
5067
Lountzis Asset Management
Pennsylvania
$175M +$14.4M +9% 12.8% 109% 103
CA
5068
CV Advisors
Florida
$175M – – 8.89% 95.4% 32
LPARFS
5069
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$175M +$70.6M +68% 12.2% – 115
BMWM
5070
Brown Miller Wealth Management
Virginia
$175M +$15.5M +10% 13.1% 102% 125
WP
5071
Waycross Partners
Kentucky
$175M +$15.8M +10% 9.41% 112% 91
SC
5072
Siena Capital
Ohio
$175M – – 9.8% – 60
SCA
5073
St. Clair Advisors
Ohio
$174M +$29.8M +21% 9.58% 58% 53
AA
5074
AF Advisors
California
$174M +$14.7M +9% 9.14% 350% 25
SWA
5075
ShankerValleau Wealth Advisors
Illinois
$174M – – 4.14% 59% 17
201 202
203
204 205